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Be a Redefiner! |
| The Women's Fund of Western Massachusetts has public charity, nontaxable, 501(c)(3) status in the United States. We rely on the support of many generous individuals, foundations, and corporations. Contributions are tax deductible to the fullest extent of the law. |
| Experience the Mutual Benefits
A charitable gift of stock provides an opportunity for tax savings while generously supporting the Women's Fund. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. To help you facilitate a gift of stock, you will need to follow these two instructions: 1) Notification of Donor Intent
Email Julie Holt, julieh@womensfund.net 2) The transferring broker will need the following to facilitate an electronic transfer of stock: DTC Participant #2039 Address:One Freedom Valley Drive, Hillside 2, Oaks, PA 19456 F/C Account Number:61-0582-01-7 Attn: Free Delivery / Receipts Contact Funds can be wired to: Wells Fargo Bank, NA 240 Montgomery Street San Francisco, CA ABA: 121000248 Credit: 2000018342460 F/C Account Name: Women's Fund of Western Massachusetts F/C Account Number:61-0582-01-7 Please Contact: William D. Gombatz, CFP, ChFC, CLTC, CASL Wealth Management Advisor Fax: (860) 570-7444 William.gombatz@nmfn.com
Note to donors of gift of securities: The true value of the gift for tax purposes for you, the donor, is the value on the date of the gift (i.e. the date Northwestern Mutual Wealth Management initiates the transfer to us). The sales proceeds will almost certainly be something at least slightly different even from that date to the date we initiate a trade on the shares. You will be receiving a letter that will indicate the true value of the gift for tax purposes, directly from the Trust Company. We will surely acknowledge receipt of such gifts to the Fund as well. For assistance with your gift of securities please contact:
(413) 529-0087 x14 |